Regal Investment Advisors LLC American Express CO Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Regal Investment Advisors LLC holds 1,242 shares of AXP stock, worth $374,214. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,242

Previous 1,641 24.31%

Holding current value

$374,214

Previous $379,000 11.35%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$225.92 - $271.17 $90,142 - $108,196	-399 Reduced 24.31%	1,242 $336,000
Q2 2024 Aug 14, 2024	BUY	$217.5 - $243.08 $25,447 - $28,440	117 Added 7.68%	1,641 $379,000
Q1 2024 May 15, 2024	SELL	$179.79 - $229.12 $36,677 - $46,740	-204 Reduced 11.81%	1,524 $346,000
Q4 2023 Feb 14, 2024	SELL	$141.31 - $187.8 $43,806 - $58,218	-310 Reduced 15.21%	1,728 $323,000
Q3 2023 Nov 13, 2023	BUY	$149.19 - $178.04 $76,385 - $91,156	512 Added 33.55%	2,038 $304,000
Q2 2023 Aug 11, 2023	BUY	$147.93 - $175.14 $37,722 - $44,660	255 Added 20.06%	1,526 $265,000
Q1 2023 May 11, 2023	SELL	$146.42 - $181.33 $12,738 - $15,775	-87 Reduced 6.41%	1,271 $209,000
Q4 2022 Mar 01, 2023	SELL	$136.81 - $157.67 $43,916 - $50,612	-321 Reduced 19.12%	1,358 $200,000
Q3 2022 Nov 15, 2022	BUY	$134.91 - $165.84 $20,371 - $25,041	151 Added 9.88%	1,679 $227,000
Q2 2022 Aug 09, 2022	BUY	$137.5 - $188.46 $210,100 - $287,966	1,528 New	1,528 $212,000
Q3 2018 Nov 05, 2018	SELL	$97.84 - $111.11 $1.79 Million - $2.03 Million	-18,302 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$91.0 - $102.7 $359,905 - $406,178	-3,955 Reduced 17.77%	18,302 $1.79 Million
Q1 2018 Apr 25, 2018	SELL	$88.34 - $101.64 $24,823 - $28,560	-281 Reduced 1.25%	22,257 $2.08 Million
Q4 2017 Feb 06, 2018	SELL	$90.54 - $99.7 $56,134 - $61,814	-620 Reduced 2.68%	22,538 $2.24 Million
Q3 2017 Nov 08, 2017	BUY	$84.25 - $90.46 $1.95 Million - $2.09 Million	23,158	23,158 $2.1 Million

Others Institutions Holding AXP

# of Institutions

2,689

Shares Held

573M

Call Options Held

9.43M

Put Options Held

8.32M

View Full List

About AMERICAN EXPRESS CO

Ticker AXP
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 747,233,024
Market Cap $225B
Description
American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...

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Regal Investment Advisors LLC American Express CO Transaction History